Using Simply in Sales

In this article, I will explain how Simply can be used in your sales processes to help you regain many hours of your time.

Setting Up

Getting Simply set up with your existing workflow can be achieved in a matter of minutes depending on your existing CRM. Simply offers connection with a variety of mainstream CRM systems, such as HubSpot and SalesForce, allowing you to minimise the manual effort required to transition the data from where it’s captured to where it should be stored.

A CRM connection is not required to start gaining efficiencies with Simply, but it will definitely take your automations to the next level. Without the CRM connection, you are still able to manually copy and paste the output data where it needs to go, and you’re also still able to use the different export formats.

We do recommend downloading the different recording applications that we have carefully crafted to improve your experience. Not only do they automatically synchronise all recordings in your Simply dashboard, but they’re also specialised to improve the quality of captured audio and achieve better results. These tools can be downloaded from the “Downloads” page in your settings.

So, whether you have set up the connection or not, let’s take a look at the impactful ways in which Simply can help boost your sales workflow.

Conversation Profiles

The power of Simply lies in its ability to tailor its output formats based on the types of conversations that you are having. Conversation Profiles can be understood as output ‘templates’, that have been specifically designed and improved by our AI team to fit the needs of the vast majority of our users.

The Simply team offers the ability to create custom conversation profiles to fit your specific business needs, however, we find that 9 out of 10 times our users are already more than satisfied with the default templates that we offer.

Sales Discovery

The Sales Discovery Conversation profile is your right-hand man when first meeting with new prospect clients for your business. By using Simply in this process, you can stop worrying about having to keep meeting notes, and you can instead focus all your attention on your prospect client.

Simply listens out for key pieces of information related to your prospect’s business information, their purchase objectives, pain points, timeline, budgets, and more. It even gives a clear summary of action points that should follow the meeting.

Here’s an example output from this conversation profile:

Other Possibilities

The Simply team is currently working on creating more conversation profiles related to Sales, such as "Follow-up Call", "Product Demo" and "Aftersales".

Furthermore, we're also planning to add different export options that are well suited for the sales workflow, such as ai-generated email follow-ups after one of these conversations, or automatically sending calendar invites for follow-up calls.